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Southern Company
SO

Overview Fund Activity

1,829 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+128
Holders Change %
+7.52%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
710
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$843M
2
Morgan Stanley
Morgan Stanley
New York
+$796M
3
Capital International Investors
Capital International Investors
California
+$400M
4
Marshall Wace
Marshall Wace
United Kingdom
+$110M
5
Barclays
Barclays
United Kingdom
+$94.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$564M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$82.3M
5
ZP
Zimmer Partners
New York
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFIA
1201
Cantor Fitzgerald Investment Advisors
New York
$400K +$400K +5,700 New
EGWAG
1202
Elwood & Goetz Wealth Advisory Group
Georgia
$399K +$6.59K +94 +2%
KFGK
1203
Keystone Financial Group (Kentucky)
Kentucky
$398K -$43.9K -626 -10%
IAS
1204
Insigneo Advisory Services
Florida
$398K +$55.5K +791 +16%
SAM
1205
Summit Asset Management
Tennessee
$397K +$1.19K +17 +0.3%
AP
1206
Appleton Partners
Massachusetts
$397K -$3.79K -54 -0.9%
CTA
1207
Colonial Trust Advisors
South Carolina
$395K -$129K -1,843 -25%
ORC
1208
O'Rourke & Company
Massachusetts
$394K +$210 +3 +0.1%
DJSG
1209
D.J. St. Germain
Massachusetts
$393K +$26.9K +383 +7%
GJIA
1210
Glass Jacobson Investment Advisors
Maryland
$392K – – –
FT
1211
Fiduciary Trust
Massachusetts
$389K -$176K -2,507 -31%
ECM
1212
Evergreen Capital Management
Washington
$388K -$173K -2,472 -31%
BFA
1213
Buttonwood Financial Advisors
Maryland
$387K -$38K -542 -9%
GAM
1214
Gotham Asset Management
New York
$387K -$7.5K -107 -2%
BWG
1215
Beta Wealth Group
California
$386K -$20.7K -295 -5%
KFP
1216
Keystone Financial Planning
Ohio
$386K – – –
ACP
1217
Arcus Capital Partners
Georgia
$386K +$2.88K +41 +0.8%
CCFCSB
1218
Cape Cod Five Cents Savings Bank
Massachusetts
$385K -$385K -5,494 -50%
DLHL
1219
Donald L. Hagan LLC
Florida
$385K +$70 +1 +0%
SCM
1220
Sollinda Capital Management
Florida
$380K +$380K +5,418 New
JC
1221
JB Capital
Connecticut
$380K +$32.4K +462 +9%
DIP
1222
Davis Investment Partners
North Carolina
$379K +$12.1K +169 +3%
BCM
1223
Bienville Capital Management
New York
$379K – – –
MRWM
1224
ML&R Wealth Management
Texas
$379K +$79.4K +1,133 +27%
BWA
1225
Beam Wealth Advisors
Louisiana
$378K +$3.58K +51 +1%
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